Chevy Chase Trust
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Chevy Chase Trust’s Otis Worldwide OTIS Stock Holding History

Chevy Chase Trust’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Sell
192,984
-7,561
-4% -$662K 0.04% 323
2025
Q4 		$17.5M Sell
200,545
-1,039
-0.5% -$93K 0.05% 300
2025
Q3 		$18.4M Sell
201,584
-8,285
-4% -$752K 0.05% 281
2025
Q2 		$20.8M Buy
209,869
+489
+0.2% +$47.2K 0.06% 258
2025
Q1 		$21.6M Sell
209,380
-1,724
-0.8% -$168K 0.07% 243
2024
Q4 		$19.6M Sell
211,104
-5,190
-2% -$520K 0.06% 264
2024
Q3 		$22.5M Sell
216,294
-6,052
-3% -$577K 0.07% 240
2024
Q2 		$21.4M Sell
222,346
-3,616
-2% -$348K 0.07% 237
2024
Q1 		$22.4M Sell
225,962
-4,038
-2% -$373K 0.07% 243
2023
Q4 		$20.6M Sell
230,000
-2,819
-1% -$234K 0.07% 245
2023
Q3 		$18.7M Sell
232,819
-6,263
-3% -$536K 0.07% 250
2023
Q2 		$21.3M Sell
239,082
-3,293
-1% -$277K 0.08% 233
2023
Q1 		$20.5M Buy
242,375
+700
+0.3% +$57.9K 0.08% 231
2022
Q4 		$18.9M Sell
241,675
-17,723
-7% -$1.31M 0.08% 242
2022
Q3 		$16.6M Buy
259,398
+1,223
+0.5% +$89.5K 0.07% 263
2022
Q2 		$18.2M Sell
258,175
-498
-0.2% -$36.7K 0.08% 244
2022
Q1 		$19.9M Buy
258,673
+451
+0.2% +$36K 0.07% 256
2021
Q4 		$22.5M Sell
258,222
-7,296
-3% -$611K 0.07% 246
2021
Q3 		$21.8M Buy
265,518
+4,990
+2% +$439K 0.08% 239
2021
Q2 		$21.3M Sell
260,528
-16,921
-6% -$1.3M 0.07% 253
2021
Q1 		$19M Sell
277,449
-20,257
-7% -$1.32M 0.07% 273
2020
Q4 		$20.1M Sell
297,706
-10,118
-3% -$656K 0.07% 260
2020
Q3 		$19.2M Sell
307,824
-26,961
-8% -$1.65M 0.08% 241
2020
Q2 		$19M Buy
+334,785
New +$17.3M 0.08% 245

Other funds holding OTIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Chevy Chase Trust's OTIS Position: Q1 2026 in Review

Chevy Chase Trust reduced its Otis Worldwide (OTIS) stake by 3.8% in Q1 2026, selling an estimated $662K and leaving 192,984 shares worth $14.9M. The position accounts for 0.04% of the portfolio, ranked #323.

Chevy Chase Trust first reported a position in OTIS in Q2 2020 and has held it in 24 quarters since. The position peaked at $22.5M in Q4 2021. 1,235 funds tracked by Wall St. Rank hold OTIS as of Q1 2026.

  • Chevy Chase Trust held 192,984 shares of Otis Worldwide worth $14.9M as of Q1 2026.
  • Chevy Chase Trust sold 7,561 Otis Worldwide shares in Q1 2026, an estimated $662K.
  • Otis Worldwide made up 0.04% of Chevy Chase Trust's portfolio in Q1 2026, its #323 holding.
  • Chevy Chase Trust first reported a position in Otis Worldwide in Q2 2020 and has held it in 24 quarters since.
  • Chevy Chase Trust's Otis Worldwide position peaked at $22.5M in Q4 2021.
  • 1,235 funds tracked by Wall St. Rank held Otis Worldwide as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.